You are now able to use these Invoicing tools in CareMaster - you will need to be on minimum Version 16.73.00 Please request this from our Customer Care Team via the Help Desk

Prepare to Invoice

• The invoice data is populated from the completed and uploaded Payment Statement XML file received for claims processed via the Aged Care Provider Portal and upload it into CareMaster. 
• Final confirmed contribution amounts are sourced directly from the Payment Statement and only available once the Payment Statement XML file is loaded into CareMaster.
• Your Xero / MYOB Integration setup must be complete
• All supports must be marked as Checked to be eligible for Invoicing

Prior user Guides

Bulk Exporting for Services Australia for Invoicing & Claiming

Payment Statement XML Upload / Reconciliation

**Make sure all Services have been ticked as ‘Include in invoices and invoice reports’

Invoice Process for Xero financial Integration

Once the Payment Statement XML file is loaded into CareMaster, you can begin raising the invoices for Xero.

Go to Admin > Integrations > Xero > Invoices > Generate Invoices

Input your requested date range and search.

Review them and Send as Draft individually by selecting the left hand side Manual box.

Select and Send as Draft in bulk or Individually by selecting the right hand side tick box, and Send as Draft

These will then appear in the Xero system as a Draft Invoice

See the full instructions here: Xero Invoice User Guide

Invoice process for MYOB financial Integration

Once the Payment Statement XML file is loaded into CareMaster, you can begin raising the invoices for MYOB.

Go to Admin > Integrations > MYOB > Invoices > Generate Invoices

Input your requested date range and search.

Review them and export individually by selecting the left hand side Manual box.

Select and export in bulk or Individually by selecting the right hand side tick box, and Export Selected.

When you Press Export Selected, the file is now available for upload into MYOB

See the full instructions here: MYOB Invoice User Guide

Export Reports - Manual Invoice process CSV download

You can also generate an Invoice File directly from CareMaster.

Go to Reporting > Account > Participant Invoice Summaries >  SaH participant contribution summary 

Input your requested dates and select your Service Organisation;

Choose to export as Excel or PDF

The Excel file will list all details required for manual Invoicing

Coming Soon:

Invoice Export in PDF (Reporting > Account > Participant Invoice Summaries >  SaH participant contribution summary)

We’ll also be releasing a new printable, one-page invoice report per participant very soon - more details to come within the next week.